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The Retirement Wisdom Podcast

The Retirement Wisdom Podcast

By: Retirement Wisdom
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Episodes
  • Say It Now – Walter Green

    Say It Now – Walter Green
    Jul 6 2026
    Don’t miss out on a great life in retirement because you fail to prepare for it. Join our next Design Your New Life in Retirement small group program in September. Learn more and sign up today. __________________ Walter Green has spent nearly three decades doing what most of us postpone: telling the people who shaped him exactly why they mattered, while they can still hear it. The founder of the Say It Now movement joins us to share his journey, his new book The Gratitude Express, a deceptively simple question that replaces “What should I do?” in retirement, and why he decided to reimagine rather than retire. ___________________ Bio Walter Green’s father died when he was a teenager and it left an indelible impression on him that life is short, precious, and unpredictable. Walter decided it was never too early and not too late to express his profound appreciation for those who had impacted his life. That is when he began his journey of seeking out those people who made a significant impact. It was the moment to share his gratitude with them. Walter Green was Chairman of the Board and CEO of Harrison Conference Services for 25 years, during which time it grew into the leading conference center management company in the U.S. He has lectured at the Wharton Graduate School of Business and Hofstra and Long Island universities, as well as being featured as an expert on the topic of effective meetings in numerous national publications. Associated for years with the Young Presidents’ Organization and the World Presidents’ Organization, he’s a member of the Chief Executives Organization and the L3 Organization (Leadership, Legacy, Life). Since selling his company, he has mentored young adults and is actively involved in several non-profit organizations. He lives with his wife, Lola, in San Diego, California. ______________________ For More on Walter Green The Say It Now Movement The Gratitude Express ______________________ Retirement Podcast Conversations You’ll Also Love Changing the World One Small Act at a Time – Brad Aronson The Best Day of My Life So Far – Benita Cooper ______________________ Wise Quotes On Retirement Planning “I never asked, ‘What should I do?’ I asked: if I were ideally successful at this stage of my life, how would I know it? …Look toward the things you were doing while you were doing the other stuff. Look for the patterns… I don’t even like the word ‘retirement.’ Reimagining is where I am.” On Why You’ll Want to Say It Now “Put a flashlight on a relationship, illuminate it, and really look at why it was so important…You’ll think it’s for the other person — but in reality it’s just as much for yourself…We’re the only ones who can give this gift. You can’t delegate it to somebody else.” _______________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 2 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy.
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    24 mins
  • Inside The Healthcare Heist – Jordan Grumet, MD

    Inside The Healthcare Heist – Jordan Grumet, MD
    Jul 13 2026
    You’ve been asked: “So, what are you going to do all day?” You have an answer. But privately, you admit it’ll cover 2 to 3 hours a day. You deserve a better, richer retirement. Join our next Design Your New Life in Retirement small group program in September. Learn more and sign up today. ________________________ Dr. Jordan Grumet has crafted three books mapping the terrain between money, mortality, and meaning. His new book, The Healthcare Heist, opens with a story he rarely tells. That experience became the seed of a much bigger argument: that insurers, pharmaceutical companies, private equity and venture capital firms, and electronic medical records companies all have their “hands in the cookie jar,” extracting value from a system that’s supposed to serve two primary stakeholders: the patient who needs care and the doctor who gives it. Jordan calls out the “intimacy gap” where today patients disclose everything to their doctors, while doctors are trained to disclose nothing back. He makes a provocative case that it can be closed through storytelling. He also shares practical and valuable advice you can use: concrete steps for your next doctor’s visit and the healthcare-literacy gaps that trip up many people heading into retirement. _________________________ Bio Jordan Grumet, MD is a hospice physician who has spent his career at the intersection of medicine, money, and meaning. He’s the author of Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life and The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy. His latest book, The Healthcare Heist, argues that patients and doctors are the only two parties with both the incentive and the ability to fix a broken healthcare system — and makes the case for shared storytelling as the tool to do it. Jordan earned his undergraduate degree from the University of Michigan and his medical degree from Northwestern University. __________________________ For More on Jordan Grumet, MD The Healthcare Heist:How Physicians and Patients Can Unite to Transform Healthcare The Purpose Code – Dr. Jordan Grumet Taking Stock – Dr. Jordan Grumet __________________________ Other Podcast Episodes You’ll Also Love Eat Your Ice Cream – Ezekiel Emanuel, MD, PhD What Matters Most – Diane Button ___________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 2 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. ___________________________ Wise Quotes On Our Healthcare System “It made me realize how many other groups are leveraging our healthcare system to extract money out of it…We have a failing medical system… so corporatized… you have all these hands in the cookie jar, grabbing all the money out. And none of it’s really improving medicine…Most people… don’t realize that they’re being pickpocketed at every single step.” On Medical Malpractice “Less than one in 10 cases that are filed actually show medical malpractice.” On the Power, and Promise, of Storytelling “Stories changed the world.”
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    30 mins
  • The Best of 2026 – Part One – The Retirement Wisdom Podcast

    The Best of 2026 – Part One – The Retirement Wisdom Podcast
    Jul 20 2026
    It takes decades to save & invest enough to be able to retire. But most people find that when the time comes, they’re unsure about what’s next. That part doesn’t take decades, unless you keep putting it off. Join our next small group program in September and Design Your New Life in Retirement. Two 1 on 1 sessions. 6 interactive group sessions. A new direction. Learn more and sign up today. Early registration ends July 31st. Limited to 10 participants. __________________________ What does it really take to design a meaningful life after full-time work? In this special “Best of” episode of The Retirement Wisdom Podcast, you’ll hear brief but useful insights from guests who challenge the old story of retirement as a finish line, a reward, or a long vacation. You’ll hear different perspectives on the the shift from “role to soul”, the emotional side of transition, how to build a life portfolio, why mattering may be as important as money, how connection shapes happiness, why your brain can keep growing, and how creativity can become a surprisingly powerful health habit that can enhance longevity. This episode offers a powerful reminder: retirement isn’t about stepping back. It’s an opportunity to step more fully into life with the courage to keep growing and contributing in new ways. ___________________________ Want to go deeper on any of these conversations? How to Live a Meaningful Life – Dave Evans Navigating the In-Between – Monique Rhodes What Do You Want Out of Life…in Retirement ? – Valerie Tiberius Design a Phased Retirement – Anna Rappaport Mattering…in Retirement – Jennifer Breheny Wallace Love & Happiness…in Retirement – Sonja Lyubomirsky Eat Your Ice Cream – Ezekiel Emanuel, MD, PhD How to Stay Sharp in Retirement – Dr. Majid Fotuhi Art Cure: The Science of How the Arts Save Lives – Daisy Fancourt _________________________ How Ready are You for Your New Life in Retirement? Take this free 5-minute assessment to identify which areas may need your attention: Not retired yet, but I want to design a meaningful life In retirement, but maybe I could use an upgrade _________________________ Other Retirement Podcast Conversations You’ll Also Love Best of 2025 – Part Two What If I? Best of 2025 – Part 1 The Very Best of 2024 ___________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master’s degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 2 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy.
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    44 mins
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